Mwa Financial Services Inc

Investment Advisor
in Prairie Du Sac, WI

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About this Advisor

Jeffrey Boll is a financial advisor based in Prairie Du Sac, Wisconsin, with a total of 5 years of relevant experience. Boll is an advisor for Mwa Financial Services Inc. Over the course of their career, Boll has held roles at Modern Woodmen Of America, Mwa Financial Services Inc and Schwarz Insurance. Boll has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Wisconsin. Mwa Financial Services Inc is a registered investment firm that has its headquarters in Rock Island, IL. The company has offices in 61 locations and a total of 689 people on staff. It manages $136 million in assets between its 987 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm provides financial advisory services to four charities and foundations. Of its 987 accounts, just 2% are associated with high-net-worth clients who have greater than $1 million in assets. The firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules typically vary depending on which services are offered. However, fees billed by Mwa Financial Services Inc may include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1420 North Ridge Road
Prairie Du Sac, WI 53578

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Mwa Financial Services Inc Brokerage Details

Total Assets Under Management


WI Average: $6,674,516,078
Total Number of Employees


WI Average: 44
Total Number of Accounts


WI Average: 2,564
Average Account Size


WI Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Jeffrey Boll Work History

Jeffrey has been registered as a financial advisor for 5 years.*

2017 - Present (7 years)

Schwarz Insurance

2013 - Present (11 years)

Modern Woodmen Of America

2013 - Present (11 years)

Mwa Financial Services Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Jeffrey Boll to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mwa Financial Services, Inc

Austin Beneteau
Rancho Mirage, CA
Dustin Knoedler
Cincinnati, OH
Jeffrey Boll
Prairie Du Sac, WI
Bennett Sperber
Ontario, CA
Kermit Coble
High Point, NC
Dannielle Roberts
Sulligent, AL
Martha Litz
Roanoke, VA
Kyle Lepley
Mansfield, OH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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